Generate more leads with the Wealthbox + Ubinary integration

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.

Ubinary is an easy-to-use trading platform designed for both experienced traders and new customers who want to start trading.

With Ubinary, trading with binary options is simple, thanks an intuitive interface that allows you to start immediately. Ubinary offers many trading tools that allow you to flip the direction of a trade or have your charts full of information and data.

With Ubinary you can get a variety of account types, in order to find what fits for your trading profile. You can start with a mini-account, wish a 25% bonus, or open a gold account, which enables you to get 40% in bonus.